Free Financial Topics in Chicago
It’s as easy as 1, 2, 3: Browse for a topic, Click the orange request button, Fill out the contact form.
Now the speaker will contact you in the next few days to coordinate details.
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Savvy Social Security Planning for Baby Boomers
Tom Kedzie CFP®, MBA, Financial Planner, RetireWell
In this presentation you will learn:
* When you should apply for Social Security.
* How to optimize benefits.
* When it makes sense to delay benefits.
* Strategies for coordinating spousal benefits.
* How to increase survivor benefits. -
The Stock Market and Major Events since 1941
Michael Magnuson, Wealth Manager, Lincoln Financial Advisors
Learn the trends of the stock market during major events in history. Find out how to benefit from a long-term perspective and how to become a winning investor.
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Protecting, Maximizing and Recovering Retirement Accounts
Laurie Samuels, Retirement Planning Attorney, Abednego Wealth Management
Audience members will receive education on reaching retirement goals and how to protect retirement accounts from a downside market. Abednego Wealth Management, Inc. does not charge for services nor does it ever hold clients’ funds. “We simply educate you on reaching your retirement goals.”
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Can You Afford to Retire?
Gregory Kurinec, CFP®, MRFC, Bentron Financial Group, Inc.
This program will help attendees evaluate their readiness for retirement with several self-evaluation exercises. Once the evaluations are complete attendees will be introduced to the Ten Critical Questions. These are the questions that every retiree must answer before embarking on a successful retirement.
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Invest In Yourself
John Pankau, Attorney, The Law Offices of John Pankau
Learn what a Will can and can’t do for you and your estate plan. What is a Living Trust and why do you need one? What are the differences between a Will and a Trust and what does that mean for your estate plan?
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Reliable Investing: Is It Possible?
Renee N. Duba, Founder, Sonder Private Wealth Management
Is it possible to build a reliable investment portfolio in today's market environment? This talk discusses what a reliable portfolio is, and how one might change their thought process when it comes to saving and investing.
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The Myths & Facts about Reverse Mortgages: What You Need to Know
Mike Wyrostek, Regional Account Manager, Reverse Mortgage Funding
As reverse mortgages grow in popularity, so have the misconceptions or myths about these unique loans. This presentation will review these myths, discuss the facts and go over the benefits a Reverse can have in keeping people financially secure through retirement.